As a business owner, you are taxed to death! You’re taxed on the income you earn, the growth of your taxable investments, the distribution of your traditional 401(k) and IRA dollars, the sale of your business, and the transfer of your assets. This is what we call The Taxed to Death Life Cycle™. With the proper planning, however, it doesn’t have to be this way. At T.I.P.S. 4 Reps, we’ve adopted a process and planning approach that can help you mitigate your tax obligation and retain more of your hard-earned funds, which can then be used for other purposes. We call this The 10 Laws of Tax Managed Planning™.
Watch Founder and President, John Vrablic, Discuss His Career Path
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Integrating Multiple Experts for the Manufacturer’s Rep Firm
At T.I.P.S. 4 Reps, we’ve seen owners of manufacturer’s rep firms, already pressed for time and resources, having to “go direct” to hire separate subject matter experts. At T.I.P.S. 4 Reps, our ‘line card’ includes planning and coordination between third-party CPAs/tax professionals, investment/financial professionals—so you don’t have to manage all those relationships separately. T.I.P.S. 4 Reps helps you integrate all the various financial disciplines together to synergistically create and implement strategies to help you grow your business and potentially reduce taxation, so you can use your funds, and your time, to grow your personal net worth.
The Taxed To Death Life Cycle™
1.
Integrating Tax Planning with Your Overall Plan
We work with manufacturer’s representative business owners across the United States. Our team navigates the complexity of managing an overall business and wealth plan using our proprietary Planning in 3-D™ process. The business and wealth management disciplines that we bring together for you are:
2.
The Planning in 3-D™ Process: Design, Develop, Delegate
Design
We DESIGN your plan utilizing the 10 Laws©.
Develop
We DEVELOP strategies aimed to mitigate taxes through the phases of The Taxed to Death Life Cycle™.
Delegate
We DELEGATE the developed strategies to your third-party advisors.
3.
Utilizing The 10 Laws of Tax-Managed Planning©
I.Tactical Structure
II.Accountant
III.Xpertise
IV.Minimize Tax and Cost
V.Allocation of Tax Strategies
VI.Navigate Strategies and Advisors
VII.Annual Review
VIII.Governance
IX.Estate Planning
X.Design, Develop and Delegate
Watch Now: Educational Videos & Media Appearances
Our goal at T.I.P.S. 4 Reps is to make financial concepts simple to understand. We believe that properly educating our clients means making the information engaging and easy to absorb. Discover key T.I.P.S. (Tax planning, Investment management, Protection, and Succession) in our featured videos.